If you are interested in speaking to me about my services, I use a two-step process before taking on new clients:
- A five- to ten-minute phone interview to determine if a face-to-face meeting is necessary, then
- A one-hour complimentary consultation at my office to determine the level of financial planning that is needed, the scope of that planning, and the financial planning fee.
David Smith, CFP®, CRPC®, AIF®
Private Wealth Manager
Upstream Investment Partners
14881 Quorum Drive, Suite 430
Dallas, TX 75254